AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.1M
3
+$1.1M
4
PLTR icon
Palantir
PLTR
+$1.05M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$904K

Top Sells

1
+$4.87M
2
+$2.33M
3
+$619K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$561K
5
OEF icon
iShares S&P 100 ETF
OEF
+$460K

Sector Composition

1 Technology 10.43%
2 Consumer Discretionary 3.11%
3 Financials 2.93%
4 Consumer Staples 2.8%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93.9M 23.7%
140,927
-7,590
2
$23M 5.8%
196,072
-20,968
3
$18.8M 4.75%
378,154
+42,098
4
$15.4M 3.9%
450,133
+97,328
5
$14.5M 3.66%
262,067
-10,420
6
$13M 3.29%
51,206
+1,065
7
$10.2M 2.58%
138,989
+12,366
8
$9.9M 2.5%
29,747
-1,447
9
$8.55M 2.16%
16,501
+606
10
$7.65M 1.93%
72,866
-238
11
$6.05M 1.53%
10,071
+278
12
$5.3M 1.34%
14,904
+74
13
$4.66M 1.18%
70,241
14
$4.39M 1.11%
31,179
+292
15
$4.22M 1.07%
108,604
16
$4.13M 1.04%
29,328
-1,084
17
$4.09M 1.03%
21,908
+2,303
18
$3.74M 0.94%
17,323
+246
19
$3.67M 0.93%
11,916
-352
20
$3.44M 0.87%
32,954
-6,215
21
$3.43M 0.86%
14,094
-38
22
$3.32M 0.84%
3,591
-7
23
$3.31M 0.84%
15,073
+651
24
$3.17M 0.8%
26,702
+732
25
$3.14M 0.79%
9,532
+2,659
1
2 3 4 5